Planner Capital Management

Planner is the client app for family-office members — a calm, private view of your wealth in one place. • Total portfolio value and how it changes over time • Holdings across all your accounts and managers • Performance and year-to-date returns • Exposures by asset class, currency, geography and more • Pension and available cash at a glance • Full Hebrew (right-to-left) and English Your data is provided by your family office and shown to you alone. Planner is a viewing tool — it does not place trades and does not provide investment, tax or legal advice. Access is by invitation from your family office.